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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,200 | $102,429-77.4% | $147,096-84.2% | $80,925-71.3% |
| Participation rate | 65.9% | 75.9%-10.0pp | 82.2%-16.3pp | 67.7%-1.7pp |
| Annual return | 13.21% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,596 | $3,716-30.1% | $4,936-47.4% | $2,756-5.8% |
| Participant deferral / active EE | $5,278 | $6,649-20.6% | $8,071-34.6% | $4,299+22.8% |
| Admin fee / account holder | $9,281 | $7,957+16.6% | $13,005-28.6% | $6,940+33.7% |